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SBI Banking & Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6556 Cr ₹1126 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 84% 29%
Expense Ratio 1.81 2.19
Manager Pradeep Kesavan Dhimant Kothari
ISIN Code INF200KA1473 INF205K01155
Exits Load SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
1 Month 2.07% 3.42%
6 Month 9.3% 7.14%
1 Year 18.83% 16.85%
3 Year 23.17% 25.33%
5 Year 27% 27.58%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
6 Month 8.06% 8.21%
1 Year 17.73% 15.25%
3 Year 21.34% 22.53%
5 Year 18.95% 20.17%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
1 Year 17.48% 17.58%
3 Year 14.93% 15.7%
5 Year 13.34% 15.26%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
Standard Deviation 13.062% 14.56%
Sharp 0.684% 0.673%
Beta 0.84% 0.893%
Alpha 5.666% 6.317%

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Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
Name Pradeep Kesavan Dhimant Kothari
Total AUM ₹434274 Cr ₹8118 Cr
Funds Managed 43 7
SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Invesco India Financial Services Fund - Retail Growth

Others 14.28 4.15
Mid Cap 16.45 20.27
Small Cap 14.09 16.91
Large Cap 55.18 58.67

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Invesco India Financial Services Fund - Retail Growth

Others 14.28 4.15
Financial Services 85.72 92.23
Healthcare - 1.51
Technology - 2.11

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